Haley
Hofeld
CFP®
Here to act in your best interests
About me
I am passionate about helping people by empowering them with the skills and education needed to help them achieve their financial goals. I fell in love with financial planning (estate planning and wealth transfer in particular) while pursuing my financial designations. Outside of work you will find me at the dog park with my two dogs Aspen and Boston. They keep me busy and active!
Certifications
CERTIFIED FINANCIAL PLANNER™
Education
Bachelor of Arts, History & Theater Arts - University of Oregon
Visit one of our Locations
Seattle I - Lynnwood
20700 44th Ave W.
Suite 240
Lynnwood, WA 98036
Portland I - Portland
10500 SW Greenburg Road
Suite 200
Portland, OR 97223
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
